VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 716 filers reported holding VANGUARD INDEX FDS in Q4 2022. The put-call ratio across all filers is 6.14 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $628,104 | -8.4% | 3,240 | +1.1% | 0.30% | -6.0% |
| Q2 2023 | $685,572 | +37.5% | 3,206 | +20.9% | 0.32% | +27.0% |
| Q1 2023 | $498,576 | -3.4% | 2,651 | -2.4% | 0.25% | -7.1% |
| Q4 2022 | $515,974 | +11.7% | 2,716 | 0.0% | 0.27% | -9.2% |
| Q3 2022 | $462,000 | -18.9% | 2,716 | -14.8% | 0.29% | -7.0% |
| Q2 2022 | $570,000 | -19.7% | 3,186 | 0.0% | 0.32% | -4.0% |
| Q1 2022 | $710,000 | -44.5% | 3,186 | -36.6% | 0.33% | -41.8% |
| Q4 2021 | $1,280,000 | +1.8% | 5,028 | -0.2% | 0.56% | -3.7% |
| Q3 2021 | $1,257,000 | +5.5% | 5,038 | 0.0% | 0.59% | +1.2% |
| Q2 2021 | $1,191,000 | +4.1% | 5,038 | 0.0% | 0.58% | +1.4% |
| Q1 2021 | $1,144,000 | +7.1% | 5,038 | 0.0% | 0.57% | -9.2% |
| Q4 2020 | $1,068,000 | +18.5% | 5,038 | +0.7% | 0.63% | +7.0% |
| Q3 2020 | $901,000 | +35.1% | 5,001 | +23.8% | 0.59% | +23.7% |
| Q2 2020 | $667,000 | – | 4,040 | – | 0.48% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Waverly Advisors, LLC | 402,660 | $38,804,000 | 16.14% |
| Truepoint, Inc. | 760,522 | $73,292,000 | 12.89% |
| Noven Financial Group, Inc. | 155,085 | $14,946,000 | 10.76% |
| Cranbrook Wealth Management, LLC | 72,062 | $6,945,000 | 4.62% |
| SVA Wealth Management, LLC | 83,302 | $8,028,000 | 3.43% |
| Avior Wealth Management, LLC | 40,946 | $3,946,000 | 3.31% |
| MCF Advisors LLC | 109,300 | $10,122,000 | 3.19% |
| Community Financial Services Group, LLC | 62,894 | $6,061,000 | 3.00% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 78,295 | $7,545,000 | 2.65% |
| IBBOTSON ASSOCIATES INC | 18,026 | $1,737,000 | 2.39% |